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Linkfest: 18 November, 2022

Some stuff I am reading today morning:

Fed President Bollard suggests Fed rate of 5%-7% (AP News)

Tata Group to merge all carriers under Air India (MC)

Can Paytm’s lending business help shore up its stock price? (Forbes)

TPG Capital to sell Nykaa shares in a 1,000 Cr deal (BS)

Blackstone to acquire majority stake in R Systems (Fortune)

SEBI asks IHH to proceed with open offer of Fortis (FE)

Spacetech firm Skyroot all set to make history (BT)

Taking a Long Term view of Web3 (A VC)

The fall of Sam Bankman-Fried (Vox)

From Crypto Carnage to a Financial Crash? (Zero Hedge)

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Links

Linkfest: 17 November, 2022

Some stuff I am reading today morning:

BSE Sensex at life time highs (Rediff)

Softbank looking to sell $200 Million of Paytm (MC)

Face masks now voluntary for air passengers (Fortune)

Why banks are in a sweet spot (Forbes)

Stock Talk: Satia Industries (Phoenix)

Invest like a Pigeon (Fortunes & Frictions)

Boring is Beautiful in Investing (Common Sense)

Difference between a good & fabulous business (Charlie Munger)

Why tens of thousands of US tech employees are getting fired (Slate)

Britain’s inflation rises to 41 year high (BS)

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Links

Linkfest: 16 November, 2022

Some stuff I am reading today morning:

Govt plans changes in Capital Gains Tax (Mint)

Record collections of Direct Tax (FE)

Oil Prices could soon break $100 (Oil Price)

Cummins, Tata Motors tie up for hydrogen engines (Fortune)

Sector: Housing Finance Cos (Rediff)

Thread: Tega Industries (Caprize Investments)

Beating the S&P 500 ( Hemant Amin )

The Role of Luck (Rational Walk)

A Dot Com level unwinding (Eric Newcomer)

Twitter is Cigarettes (TRB)

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Links

Linkfest: 11 November, 2022

Some stuff I am reading today morning:

US markets rally hard on weak inflation report (CNBC)

Monthly SIPs into Mutual Funds cross 13,000 Cr (BS)

Reliance Jio launches 5G in Bengaluru & Hyderabad (BT)

Can Tata Motors retain its EV crown? (Fortune)

Large & mega deals dry up for IT cos (MC)

Aiwa’s second coming (BI)

How sports tourism is picking up pace in India (Forbes)

Yield is for farmers (Fortunes & Frictions)

FTX collapse is looking like Crypto’s Lehman moment (Axios)

A few good stories (Morgan Housel)

Categories
Links

Linkfest: 10 November, 2022

Some stuff I am reading today morning:

Bharat Forge bags $155 Million Export contract (BW)

Govt to exit Axis Bank (BS)

India to be world’s third largest economy by 2027 (Fortune)

Niren Shah on VC Investing (Forbes)

Startup: Practus (BI)

Insights from Todd Combs (IMI)

Humpty Dumpty Stock Market (Smead Capital)

Binance-FTX deal collapses (MC)

Blue Chip investors lose big in FTX (MSN)

Mark Zuckerberg’s Letter announcing 11,000 layoffs (BT)